Seasonal Tax Pro: Expert Returns & Client Advisory

H&R Block; Waverly (IA); On-site; USD 21,000 - 34,000; Part time

Job summary

H&R Block in Cedar Rapids, IA is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You will conduct in-depth client interviews, provide personalized recommendations, and build trusted relationships while using our training and technology.

This in-person role offers an competitive hourly rate and an incentive plan, with opportunities to grow in tax and financial services.

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment
• Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns
• Experience working in a client facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent required

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

Skills

Client interviews

Communication skills

Tax knowledge

IRS/state requirements

Attention to detail

Education

Bachelor's degree in accounting or finance

CPA or Enrolled Agent credential

Tools

GoSystem

Ultratax

Job description

H&R Block in Cedar Rapids, IA is seeking a seasonal Experienced Tax Professional to help clients navigate complex tax situations and prepare accurate returns. You will conduct in-depth client interviews, provide personalized recommendations, and build trusted relationships while using our training and technology.

This in-person role offers an competitive hourly rate and an incentive plan, with opportunities to grow in tax and financial services.